Vision Wealth Management Reviews 

30
•
TrustScore 4.5 uit 5

4,7

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

Brilliant Advice from Jess has made a huge financial difference. She gave balanced advice discussing both pros and cons. I am writing this several months after our meeting as it has only now really b... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

Adam Goodall of Vision Wealth Management has dealt with a re mortgage , building and contents insurance , in both cases has saved me money . He also consolidated some small pensions into one . A... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I have used Vision Wealth for my last two house purchases. They are always professional and extremely helpful not matter what the issue. They have a great knowledge of the market which as resulted in... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

Flawless service. Every part of our application was dealt with with professionalism and expertise. If it wasn’t for Dan, we would not be the owners of a wonderful new home. It was really an excellent... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Financieel adviseur
  2. ook in
  3. Beleggingsadvies
  4. Financiële planner
  5. Hypotheekmakelaar
  6. Niet-bancaire financiële diensten

Geschreven door het bedrijf

Offering quality financial advice on a wide range of financial products and services tailored to our clients' needs and aspirations. Approver Quilter Financial Services Ltd 24/02/2026


Contactgegevens

4,7

Uitstekend

TrustScore 4.5 uit 5

30 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,7

Alle reviews

(30)

0 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Amazing

Amazing, understanding service. Stayed on top of everything for us and met every single deadline too. Alot of people involved in our remortgage, so it was great knowing that someone took care of everything fro us and liaised with everyone involved. Greatly appreciate everything done for us. Many Thanks

5 december 2019
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for taking the time to review us. We're very pleased to hear your positive feedback and look forward to continuing to work together in the future.

Beoordeeld met 5 van de 5 sterren

Friendly, professional and efficient.

Vision Wealth Management was recommended to us and we have been very pleased with the service provided by Adam. He is friendly, professional and efficient.

4 augustus 2019
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for taking the time to leave feedback Maritza, we're pleased you're happy with the service.

Beoordeeld met 5 van de 5 sterren

I started off with a re-mortgage three…

I started off with a re-mortgage three years ago and, as I had a couple of lapsed personal pensions that I'd started over my working life, the service extended to include management of these as well. As that worked so well, they are now managing my wife's pension. My only regret is that we didn't do it 10 year's earlier, we'd have been looking at a much more comfortable retirement.

The reviews are comprehensive but only once a year and the advice given by my adviser has proved to be significantly better than hoping for the best. They are upfront and honest about charges/payments etc and are actively monitoring performance. I would recommend them to anyone and the sooner the better!

24 juli 2019
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for your review Chris - We're really pleased to hear some lovely feedback from you.

Beoordeeld met 5 van de 5 sterren

Many thanks to Adam for all his help…

Many thanks to Adam for all his help when recently making some very important financial decisions regarding our mortgage etc. Explained our options very clearly and went the extra mile to help us, would thoroughly recommend .

18 maart 2019
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thank you for taking the time to leave your thoughts Jillian, it's very appreciated.

Beoordeeld met 5 van de 5 sterren

Adam was the most helpful to buy our house.

Adam was the most helpful to buy our house. Always fast answers and always know the answers. Thanks a lot, Adam.

5 februari 2019
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for your feedback Dan - We appreciate you taking the time to leave your thoughts.

Beoordeeld met 5 van de 5 sterren

Adam helped to review our pensions and…

Adam helped to review our pensions and helped us to understand the options available to us. Everything was explained in a way that was easy to follow. Excellence service provided in the comfort of your own home.

14 oktober 2018
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for taking the time to review us Ashley, it's much appreciated.

Beoordeeld met 5 van de 5 sterren

Trustworthy Service

My Vision Wealth Management advisor is Adam Goodall.

From my initial appointment with him several years ago through to today, Adam has proved to be extremely helpful, reliable and trustworthy.

He is easy and pleasant to communicate with and has a great knowledge of his business and is always keen to pass this on to me where relevant.

I would highly recommend the services provided by Vision Wealth Management to anybody. I have found their help and advice invaluable.

7 september 2018
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for the great feedback Neville and for taking the time to review us.

Beoordeeld met 5 van de 5 sterren

I have used vision wealth management…

I have used vision wealth management for morgage, insurances and pensions.
Every occasion has been easy and worked out better than any other companies previously used and I will only use them again in the future.

4 september 2018
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for your review, Stewart. We look forward to continuing to work with you both in the future.

Beoordeeld met 5 van de 5 sterren

Adam Goodall of Vision Wealth…

Adam Goodall of Vision Wealth Management has dealt with a re mortgage , building and contents insurance , in both cases has saved me money .
He also consolidated some small pensions into one .
At every stage I was kept fully informed . He was especially keen to insure I fully understood the actions he would be taking on my behalf , and any cost were clearly stated.
I am more than satisfied with the on going help and level of service received
I would and have recommended Adam to friends and family

7 augustus 2018
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for taking the time to rate us and leave feedback John.

Beoordeeld met 5 van de 5 sterren

Review of policies

I was recently plunged into an unexpected position where I had to review my finances and insurance policies. Adam was extremely supportive and sensitive to my changing needs and affordability concerns. He went above and beyond to ensure I was happy with the products and spent as much time as I needed explaining things to me. Thank you Adam!

16 oktober 2017
Review zonder uitnodiging
Logo Vision Wealth Management

Antwoord van Vision Wealth Management

Thanks for taking the time to leave a review for us Hazel, It's very much appreciated.

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